Angel Oak Financial Strategies Income Term Trust
FINS- Exchange
- NYSE
- SEC CIK
- 0001745059
In the last 90 days, Angel Oak Financial Strategies Income Term Trust insiders filed 1 open-market purchase and 0 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $297.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Angel Oak Financial Strategies Income Term Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- 0 vs. Q1 2026
- Shares held
- 23.3M
- +1.27M (+5.8%) vs. Q1 2026
- Total value
- $297.8M
- +$17.8M (+6.3%) vs. Q1 2026
- New holders
- 7
- 17 more added
- Sold out
- 7
- 9 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FINS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $297.8M |
| Q1 2026 | 43 | $280.1M |
| Q4 2025 | 43 | $293.0M |
| Q3 2025 | 40 | $288.7M |
| Q2 2025 | 39 | $278.8M |
| Q1 2025 | 35 | $194.2M |
| Q4 2024 | 38 | $179.8M |
| Q3 2024 | 35 | $167.0M |
| Q2 2024 | 34 | $159.2M |
| Q1 2024 | 33 | $149.1M |
| Q4 2023 | 40 | $127.3M |
| Q3 2023 | 33 | $132.6M |
| Q2 2023 | 35 | $125.6M |
| Q1 2023 | 42 | $125.4M |
| Q4 2022 | 46 | $123.9M |
| Q3 2022 | 43 | $108.7M |
| Q2 2022 | 41 | $102.3M |
| Q1 2022 | 33 | $112.9M |
| Q4 2021 | 36 | $145.0M |
| Q3 2021 | 29 | $98.5M |
| Q2 2021 | 23 | $90.1M |
| Q1 2021 | 21 | $82.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Angel Oak Financial Strategies Income Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 300 | $3.84K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 357 | $4.57K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 3,333 | $42.7K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,009 | $51.3K | 0.00% | +4,009 | New |
| Fifth Third Bancorp | 4,446 | $56.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9,084 | $116.3K | 0.00% | +9,084 | New |
| Mariner, LLC | 10,001 | $128.0K | 0.00% | +10,001 | New |
| Citadel Advisors LLC | 10,859 | $139.0K | 0.00% | +10,859 | New |
| Private Advisor Group, LLC | 11,039 | $141.3K | 0.00% | +11,039 | New |
| Susquehanna International Group, LLP | 11,303 | $144.7K | 0.00% | +11,303 | New |
| Mayflower Financial Advisors, LLC | 18,700 | $239.4K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,858 | $254.2K | 0.00% | +172+0.9% | Added |
| Live Oak Private Wealth LLC | 21,670 | $277.4K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,370 | $312.7K | 0.00% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 26,000 | $332.8K | 0.04% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 29,245 | $374.3K | 0.12% | +17,291+144.6% | Added |
| RSM US Wealth Management LLC | 30,101 | $385.3K | 0.00% | +4,081+15.7% | Added |
| CI Private Wealth, LLC | 40,666 | $520.5K | 0.00% | +10,666+35.6% | Added |
| Invesco Ltd. | 42,333 | $541.9K | 0.00% | −291−0.7% | Reduced |
| Cetera Investment Advisers | 43,462 | $556.3K | 0.00% | +5,733+15.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 56,376 | $721.6K | 0.00% | +2,047+3.8% | Added |
| Raymond James Financial Inc | 73,346 | $938.8K | 0.00% | −5,653−7.2% | Reduced |
| Colony Group, LLC | 73,779 | $944.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 76,348 | $977.3K | 0.00% | +3,369+4.6% | Added |
| Twelve Points Wealth Management LLC | 77,263 | $989.0K | 0.20% | −1,887−2.4% | Reduced |
| Dakota Wealth Management | 77,835 | $996.3K | 0.02% | −3,000−3.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 118,848 | $1.52M | 1.49% | −1,852−1.5% | Reduced |
| LPL Financial LLC | 180,224 | $2.31M | 0.00% | +2,579+1.5% | Added |
| First Trust Advisors LP | 203,462 | $2.60M | 0.00% | +385+0.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 222,390 | $2.85M | 0.87% | +28,960+15.0% | Added |
| Noble Wealth Management PBC | 231,615 | $2.96M | 1.35% | −3,855−1.6% | Reduced |
| Riverbridge Partners LLC | 235,363 | $3.01M | 0.08% | +1,886+0.8% | Added |
| Envestnet Asset Management Inc | 300,777 | $3.85M | 0.00% | +61,374+25.6% | Added |
| Advisors Asset Management, Inc. | 351,208 | $4.50M | 0.07% | −2,454−0.7% | Reduced |
| Stifel Financial Corp | 383,477 | $4.91M | 0.00% | +11,981+3.2% | Added |
| Royal Bank of Canada | 417,457 | $5.34M | 0.00% | +9,187+2.3% | Added |
| Nations Financial Group Inc, | 484,445 | $6.20M | 0.30% | 00.0% | Unchanged |
| Morgan Stanley | 627,001 | $8.03M | 0.00% | +4,105+0.7% | Added |
| UBS Group AG | 707,959 | $9.06M | 0.00% | −32,635−4.4% | Reduced |
| Atlas Wealth LLC | 1,100,004 | $14.1M | 2.01% | +1,100,004 | New |
| Wells Fargo & Company | 1,290,468 | $16.5M | 0.00% | +20,727+1.6% | Added |
| Karpus Management, Inc. | 4,654,677 | $59.6M | 1.71% | −43,169−0.9% | Reduced |
| Sit Investment Associates Inc | 10,962,663 | $140.3M | 2.66% | +89,025+0.8% | Added |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −18,807−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −13,467−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |